Kirstin Sterling Mobyed

Employer firm

Clear Harbor Asset Management, LLC CRD 152242

$2.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 06/2019
  Morgan Stanley Smith Barney
  Purchase, NY
• 12/2019 → Present
  Clear Harbor Asset Management, Llc
  Stamford, CT
• 06/2019 → 12/2019
  Unemployed
  Wilton, CT

Previous Registrations

• 2009-06-01 → 2019-07-02
  Morgan Stanley
  Purchase, NY
  New York, NY
  New York, NY
• 2008-04-01 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
• 2007-11-26 → 2008-04-09
  Franklin Templeton Private Portfolio Group, Llc
  New York, NY
• 2007-09-06 → 2007-11-14
  Clearbridge Investments, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-05
• S63 Uniform Securities Agent State Law Examination
  1995-02-15

Other Names

• Kirstin Sterling Werner